Analyst
CJS
Equibles does not estimate personal net worth.
Larry Solo is recorded as Analyst at CJS. Larry Solo has spoken on 5 earnings calls across 5 companies, most recently for Osi Systems Inc on October 29, 2026. Those appearances were for Osi Systems Inc (OSIS), West Pharmaceutical Services Inc (WST), RadNet, Inc. (RDNT), Energy Recovery, Inc. (ERII) and Compass Diversified Holdings (CODI). The companies whose calls Larry Solo spoke on are classified in the Technology, Healthcare and Industrials sectors.
“I guess a couple questions on the backlog, composition of the backlog. It sounds like most things are United and U.S. focused, right? You've got a couple of big orders in August and then the 90 million on the Golden Dome on the RF side.”
“Appreciate your opening remarks and look forward to working with you and best of luck. I guess just first question, maybe just on the, Bob, on the margins. I know you mentioned we're running a little bit ahead of the 100 BIPs annual increase.”
“Just on the margin, Mark, just on the margin improvement in the core imaging, with 240 bps kind of mixed shift, which is a good guy, and nice volumes, also a good guy, I think it would have a little more margin improvement, plus with the AI benefits, direct health benefits, than you did.”
“Just to quickly summarize, so essentially the Q4 shortfall, two projects pushed into 26, and then for 26, essentially, you're saying 45 million if I take kind of the midpoint, plus or minus.”
“Also, just want to I extend my best wishes to both Pat and Jim, just for both of them. So I wish you guys both best of luck. I guess the first question of the line is just kind of just broad brush.”
CJS
Analyst
Transcript header (unverified)
OSIS
Electronic Components · Technology
Medical Instruments & Supplies · Healthcare
RDNT
Diagnostics & Research · Healthcare
Pollution & Treatment Controls · Industrials
